V3 Job Wizard - Overview

 The Job Wizard is divided into three different tabs to streamline the workflow of scheduling a Job:


1. Line Items

  • Account: this determines where the work will be performed
  • Job Type: this determines if a Job will occur one or more than once
  • Job Name: this is the name of the Job that will appear on the Account Review overlay. 
  • Line Items: these are the Services that will be done and the Products that will be used. You must add at least one Service before you can add Products. 
  • Advanced Actions
    • Chemical Areas Treated: if you are using chemical Products on the Job, this will tell the tech which areas need to be treated
    • Sales Person: this is the person who sold this Job
    • Date Sold: this date defaults to the current date
    • Account Manager: this is the person who is responsible for retaining the Account
    • Source: this is how the client heard about your company to do the Service you are scheduling for them



2. Schedule/Assign

  • Schedule: this will vary based on the Job Type and Line Item selected. If you are creating a recurring Job this is where you would select a Master Schedule or create a Custom Schedule. 
  • Assignment: if you know who will complete the Job, you can designate this now or otherwise estimate the Team size. 
  • Advanced Actions
    • Call Ahead: this will set a reminder on the Dispatch Board and Route Sheets that this Job requires a call to the Account Contact before the work is started
    • Maximum Man Hours per Day: for Multi-Day Jobs; this is the maximum number of hours any one Team member can work in a single day and helps determine the length of Multi-Day Jobs
    • Include Days: for Multi-Day Jobs; this determines which days a Multi-Day Job will be scheduled for. 



  • Invoice Descriptions: this is the text that will appear on the Invoice for each listed Service
  • Billing Preferences: this will default to the Account default but can be customized
  • Advanced Actions
    • Work Order #: if a number is not entered one will be generated automatically when the Job is created regardless of the number of Services on the Job
    • Purchase Order #: enter a number here if you need to reference a Purchase Order on this Job
    • Separate Invoices: if an Account is on any Invoice Frequency other than Daily or Print in Advance, this setting would put this Job on its own separate Invoice
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